The Analysis of BetterWealth, LLC's Holdings
Currently, BetterWealth, LLC holds 70 types of securities in its portfolio with a total value $438.6M. In the most recent quarter, they have increased their positions in BIV (+24.5K shares, valued at $1.9M), BSV (+14.4K shares, valued at $1.1M), DFAC (+24.0K shares, valued at $948.5K); decreased their positions in DFSU (-6.5K shares, valued at $281.2K), ES (-3.5K shares, valued at $234.8K), EBI (-4.1K shares, valued at $230.0K); initiated new positions in MU (+1.0K shares, valued at $291.1K), AMD (+1.2K shares, valued at $254.4K), USB (+4.1K shares, valued at $218.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.8M shares0.86%2025-12-312026-01-15
DFAX DIMENSIONAL ETF TRUST1.8M shares1.08%2025-12-312026-01-15 BIV VANGUARD BD INDEX FDS464.9K shares5.57%2025-12-312026-01-15 AAPL APPLE INC132.1K shares-0.54%2025-12-312026-01-15 EBI RBB FUND TRUST582.0K shares-0.69%2025-12-312026-01-15 BSV VANGUARD BD INDEX FDS274.9K shares5.54%2025-12-312026-01-15 CGXU CAPITAL GROUP INTL FOCUS EQT555.7K shares3.88%2025-12-312026-01-15 AVUV AMERICAN CENTY ETF TR160.3K shares5.94%2025-12-312026-01-15 AVRE AMERICAN CENTY ETF TR331.5K shares4.69%2025-12-312026-01-15 CGDV CAPITAL GROUP DIVIDEND VALUE235.4K shares5.46%2025-12-312026-01-15 CGGR CAPITAL GROUP GROWTH ETF205.7K shares2.18%2025-12-312026-01-15 AVEM AMERICAN CENTY ETF TR108.7K shares3.02%2025-12-312026-01-15 DISV DIMENSIONAL ETF TRUST167.4K shares-1.42%2025-12-312026-01-15 DIHP DIMENSIONAL ETF TRUST166.6K shares-1.06%2025-12-312026-01-15 DUHP DIMENSIONAL ETF TRUST133.5K shares-1.57%2025-12-312026-01-15 ALPHABET INC ALPHABET INC16.1K shares-1.22%2025-12-312026-01-15 VCIT VANGUARD SCOTTSDALE FDS54.6K shares8.65%2025-12-312026-01-15 DFEM DIMENSIONAL ETF TRUST129.1K shares-1.43%2025-12-312026-01-15 DFSV DIMENSIONAL ETF TRUST100.3K shares-2.63%2025-12-312026-01-15 DFSU DIMENSIONAL ETF TRUST55.8K shares-10.39%2025-12-312026-01-15 TSLA TESLA INC4.5K shares-0.95%2025-12-312026-01-15 NVDA NVIDIA CORPORATION10.2K shares17.84%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON9.2K shares-5.29%2025-12-312026-01-15 VCEB VANGUARD WORLD FD25.0K shares7.90%2025-12-312026-01-15 VBIL VANGUARD INSTL INDEX FD21.0K shares1.82%2025-12-312026-01-15 DFSD DIMENSIONAL ETF TRUST30.0K shares22.23%2025-12-312026-01-15 DFSI DIMENSIONAL ETF TRUST26.6K shares-7.01%2025-12-312026-01-15 DFAT DIMENSIONAL ETF TRUST18.3K shares-6.68%2025-12-312026-01-15 ES EVERSOURCE ENERGY15.5K shares-18.37%2025-12-312026-01-15 DFUV DIMENSIONAL ETF TRUST18.6K shares0.00%2025-12-312026-01-15 DFSB DIMENSIONAL ETF TRUST15.4K shares4.86%2025-12-312026-01-15 AMZN AMAZON COM INC2.9K shares-14.58%2025-12-312026-01-15 LLY ELI LILLY & CO584 shares-1.35%2025-12-312026-01-15 CVX CHEVRON CORP NEW3.6K shares-4.47%2025-12-312026-01-15 MSFT MICROSOFT CORP1.1K shares-10.14%2025-12-312026-01-15 DFSE DIMENSIONAL ETF TRUST12.5K shares-13.36%2025-12-312026-01-15 MAGS LISTED FDS TR5.8K shares0.00%2025-12-312026-01-15 AMAT APPLIED MATLS INC1.4K shares-1.25%2025-12-312026-01-15 WMT WALMART INC3.1K shares-1.48%2025-12-312026-01-15 VTV VANGUARD INDEX FDS1.7K shares0.00%2025-12-312026-01-15 CSCO CISCO SYS INC4.2K shares-0.91%2025-12-312026-01-15 WFC WELLS FARGO CO NEW3.5K shares-0.93%2025-12-312026-01-15 KLAC KLA CORP268 shares0.00%2025-12-312026-01-15 EXPO EXPONENT INC4.7K shares-0.45%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS5.2K shares0.00%2025-12-312026-01-15 VXUS VANGUARD STAR FDS4.2K shares0.00%2025-12-312026-01-15 META META PLATFORMS INC472 shares-4.65%2025-12-312026-01-15 ALPHABET INC ALPHABET INC973 shares-34.12%2025-12-312026-01-15 MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR425 shares-0.23%2025-12-312026-01-15 INTU INTUIT412 shares0.00%2025-12-312026-01-15 XOM EXXON MOBIL CORP2.2K shares-1.91%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-01-15 TD TORONTO DOMINION BK ONT2.7K shares-2.72%2025-12-312026-01-15 QCOM QUALCOMM INC1.5K shares-24.09%2025-12-312026-01-15 SPTS SPDR SERIES TRUST7.8K shares0.00%2025-12-312026-01-15 AVBH AVIDBANK HLDGS INC8.5K shares0.00%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW261 shares-8.10%2025-12-312026-01-15 NFLX NETFLIX INC2.4K shares883.61%2025-12-312026-01-15 PCG PG&E CORP13.7K shares0.00%2025-12-312026-01-15 SBUX STARBUCKS CORP2.6K shares0.00%2025-12-312026-01-15 USB US BANCORP DEL4.1K sharesnew addition2025-12-312026-01-15 IWV ISHARES TR551 shares0.00%2025-12-312026-01-15 PHG KONINKLIJKE PHILIPS N V7.8K shares0.00%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.633 shares-6.22%2025-12-312026-01-15 VGSR MANAGER DIRECTED PORTFOLIOS19.1K shares5.22%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available